← Back to searchVisit website
ARIES FINANCIAL NAVIGATORS, INC.
CRD 301218
201 ROCK LITITZ BLVD, SUITE #54, LITITZ, PA, 17543, United States
Phone
717-621-8914
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.1M
Discretionary AUM
$81.1M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $25.9M |
| High net worth individuals | 21 | $55.2M |
All web addresses on file
Official SEC filing: View on IAPD